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International Investing Insights & Strategies

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For more than 40 years, we’ve helped American clients invest internationally. Every week, we release a new insight and/or strategy that will help you understand your options, pros and cons, and how to avoid common pitfalls and mistakes.

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8 Pitfalls of International Real Estate

International real estate can play a valuable role in a well-structured wealth plan. It offers geographic diversification, long-term lifestyle flexibility, ...
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Buying Real Estate With IRAs: Complexities & Compliance Considerations

You've done the hard work: built a solid portfolio, contributed diligently to your retirement plan, and steered clear of financial ...
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Wealth Preservation Strategies: A Basic Guide for Americans

The systems aren’t broken. But they’re bending. US dollar risk, political gridlock, growing deficits – none of these are new. ...
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The Canada Start-Up Visa as a “Plan B” for US Entrepreneurs

You’ve probably asked yourself: Where is this all headed? Ballooning deficits. Political gridlock. Uncomfortable talk about wealth taxes. Add it ...
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Currency Diversification Beyond the US Dollar

Worried about where the economy is heading – maybe even a global currency reset? You're not alone. ...
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How to Manage Your International Finances Without a Foreign Bank Account

For years, foreign bank accounts were a great first step for Americans wanting to go offshore. They offered privacy, currency ...
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Investing in Overseas Property for Americans Afraid of US Market Chaos

How to insulate against US market chaos with foreign property—legally. It’s been building up for some years, but since early ...
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Golden Visas in Dubai: Tax & Other Implications for Americans

A Golden Visa in Dubai opens the door to long-term residency in a place known for both rapid growth and ...
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Foreign Trusts: What They Are, How They Work, and Why They Matter

You’ve worked hard to build your wealth. But if you’re like many successful Americans, protecting that wealth is probably an ...
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Real Estate in Costa Rica for Expats: A Strategic Asset for Wealth Protection

Many of our clients ask us about real estate in Costa Rica for expats, and for good reason: the country ...
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Cayman Islands Residency: What You Need to Know

We get many inquiries from clients about Cayman Islands residency, and for good reason. ...
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Residency in Panama – Options, Benefits, and Practicalities

As the global landscape becomes increasingly uncertain, more of our American clients are asking about viable options for establishing a ...
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Offshore Banking Accounts for Tax Planning

The world feels shakier every day, doesn't it? More Americans are wondering how to protect their money from inflation, political ...
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States With No Income Tax: A Complete Guide

Nobody likes paying taxes, and state income tax can take a big bite. It feels even worse when you move ...
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Safest Countries to Live in Europe

How safe a place is comes up a lot when clients ask us to help them find the “best” overseas ...
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Currency Diversification Isn’t Enough — Here’s What Truly Protects Your Wealth

Despite what you might have heard, Americans can still open offshore bank accounts. Yes, it’s harder than it used to ...
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Navigating Costa Rica Property Ownership Laws as a US Citizen

Costa Rica's emerald jungles and pristine beaches beckon millions in Foreign Direct Investment (FDI) each year, offering the promise of ...
Concept art of an article about Buying Property in Costa Rica as an American: Modern houses with Costa Rican landscape in the background (AI Art)

Buying Property in Costa Rica as an American: The Complete Guide for 2025

Clients often ask us about buying property in Costa Rica. Is it legal? Is it safe? What about taxes? And ...
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Private Trust Companies: The Best Tool for Intergenerational Wealth Management

If you've worked hard to build substantial wealth, you're probably thinking about how to protect it – not just for ...
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Offshore Asset Protection Strategies for Worried American Investors

As economic pressures mount in the US, wealthy Americans are facing growing threats to their financial security. ...
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FBAR Penalties & Other Dangers of Hiding Offshore Assets

Got money stashed outside the US? You need to know about something called the FBAR (Foreign Bank Account Report). ...
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LLC for Rental Property: Do You Really Need One? Pros, Cons, and Alternatives

The internet is full of urgent warnings for rental property owners: "You MUST put your properties in an LLC immediately ...
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Trump’s Tariffs: What They Mean for the US Dollar and Your Wealth

On April 1, 2025, President Trump dropped a bombshell—the biggest tariffs we've seen in modern American history. ...
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Spendthrift Trust: Pros and Cons, Tax Benefits, and How They Work

Wealth protection isn't just about building assets—it's about making sure they last. And one of the most common concerns we ...
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New Anti-Trump Clients of Swiss Banks Driven by Fear

In early April 2025, President Trump unveiled a sweeping set of new tariffs. Ranging from 10% to 50%, they target ...
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Can You Buy Bitcoin in a Roth IRA? Tax Advantages, Risks, and How to Do It Correctly

Clients sometimes ask us, "Can I buy Bitcoin in my retirement account?" and for good reason, as investors continue to ...
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How to Create a Private Family Foundation: Benefits, Drawbacks, and Alternatives

"How do I set up a family foundation?" It's a question we hear from clients who want to make a ...
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How Much Does a Living Trust Cost in NY? (Complete Guide)

Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve ...
Is Offshore Investing Worth It? Weighing the Risks and Rewards
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Is Offshore Investing Worth It? Weighing the Risks and Rewards

“The world is changing, and not for the better.” We’ve been telling our clients this for years, and it’s truer ...
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What Gene Hackman’s Estate Battle Taught Us About Wealth Protection

When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a ...
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